Shopify Inc.
SHOP- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001594805
No open-market purchases or sales by Shopify Inc. insiders were filed in the last 90 days; 1,719 institutions reported holding it in 13F filings for Q2 2026, worth $94.6B in total; 3 superinvestors hold it, including ARK Invest and D1 Capital Partners.
13F holders, Q4 2023
Institutional positions in Shopify Inc. as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,214
- +145 vs. Q3 2023
- Shares held
- 809.8M
- +33.7M (+4.3%) vs. Q3 2023
- Total value
- $63.1B
- +$20.6B (+48.3%) vs. Q3 2023
- New holders
- 251
- 364 more added
- Sold out
- 106
- 420 more reduced
12 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHOP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,719 | $94.6B |
| Q1 2026 | 1,741 | $99.1B |
| Q4 2025 | 1,892 | $138.3B |
| Q3 2025 | 1,718 | $123.4B |
| Q2 2025 | 1,555 | $97.4B |
| Q1 2025 | 1,480 | $80.9B |
| Q4 2024 | 1,490 | $88.7B |
| Q3 2024 | 1,262 | $66.6B |
| Q2 2024 | 1,213 | $53.8B |
| Q1 2024 | 1,222 | $61.5B |
| Q4 2023 | 1,214 | $63.1B |
| Q3 2023 | 1,081 | $42.6B |
| Q2 2023 | 1,127 | $50.6B |
| Q1 2023 | 1,028 | $36.8B |
| Q4 2022 | 973 | $26.7B |
| Q3 2022 | 883 | $19.6B |
| Q2 2022 | 968 | $22.2B |
| Q1 2022 | 1,149 | $52.1B |
| Q4 2021 | 1,352 | $108.3B |
| Q3 2021 | 1,228 | $104.0B |
| Q2 2021 | 1,213 | $111.4B |
| Q1 2021 | 1,158 | $82.9B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Shopify Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 9,144 | $701.5K | 0.02% | +2,666+41.2% | Added |
| Wealth Effects LLC | 8,975 | $699.2K | 0.26% | −1,045−10.4% | Reduced |
| National Philanthropic Trust | 8,959 | $697.9K | 0.02% | +8,959 | New |
| Eventide Asset Management, LLC | 8,951 | $697.3K | 0.01% | −4,419−33.1% | Reduced |
| Private Portfolio Partners LLC | 8,921 | $694.9K | 0.16% | −550−5.8% | Reduced |
| Arcadia Investment Management Corp | 8,910 | $694.1K | 0.13% | 00.0% | Unchanged |
| Toroso Investments, LLC | 8,854 | $689.7K | 0.02% | −1,454−14.1% | Reduced |
| Confluence Investment Management LLC | 8,816 | $686.8K | 0.01% | −509−5.5% | Reduced |
| Principal Securities, Inc. | 8,806 | $686.0K | 0.03% | +8,806 | New |
| Evergreen Capital Management LLC | 8,780 | $684.0K | 0.03% | −217−2.4% | Reduced |
| Legacy Financial Advisors, Inc. | 8,717 | $679.1K | 0.13% | +62+0.7% | Added |
| United Capital Financial Advisers, LLC | 8,713 | $678.7K | 0.01% | +1,867+27.3% | Added |
| Wealthfront Advisers LLC | 8,691 | $677.0K | 0.00% | +754+9.5% | Added |
| Barlow Wealth Partners, Inc. | 8,625 | $671.9K | 0.10% | +8,625 | New |
| Ceera Investments, LLC | 8,620 | $671.5K | 0.32% | 00.0% | Unchanged |
| Magnetar Financial LLC | 8,537 | $665.0K | 0.02% | −1,762−17.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,483 | $660.8K | 0.01% | −2,117−20.0% | Reduced |
| Element Pointe Advisors, LLC | 8,483 | $660.8K | 0.19% | −116−1.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,453 | $658.5K | 0.02% | −690−7.5% | Reduced |
| Avestar Capital, LLC | 8,421 | $656.0K | 0.08% | −9−0.1% | Reduced |
| PDS Planning, Inc | 8,354 | $650.8K | 0.07% | +309+3.8% | Added |
| World Equity Group, Inc. | 7,533 | $649.1K | 0.13% | +780+11.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,699 | $647.3K | 0.00% | +7,100+444.0% | Added |
| AJOVista, LLC | 8,300 | $646.1K | 0.82% | +8,300 | New |
| Icon Wealth Advisors, LLC | 8,273 | $644.5K | 0.07% | +8,273 | New |
| Fifth Third Bancorp | 8,214 | $639.9K | 0.00% | −81−1.0% | Reduced |
| Polymer Capital Management (HK) LTD | 8,200 | $638.8K | 0.22% | +8,200 | New |
| Moors & Cabot, Inc. | 8,195 | $638.4K | 0.04% | +850+11.6% | Added |
| TFC Financial Management | 8,181 | $637.3K | 0.13% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,074 | $629.0K | 0.04% | +8,074 | New |
| Seven Eight Capital, LP | 8,072 | $628.8K | 0.07% | −15,537−65.8% | Reduced |
| Woodard & Co Asset Management Group Inc | 8,042 | $626.5K | 0.18% | +10+0.1% | Added |
| River Street Advisors LLC | 8,027 | $625.3K | 0.50% | −400−4.7% | Reduced |
| La Banque Postale Asset Management SA | 7,973 | $623.8K | 0.01% | −3,018−27.5% | Reduced |
| Schwartz Investment Counsel Inc | 8,000 | $623.2K | 0.02% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 7,993 | $622.7K | 0.01% | +874+12.3% | Added |
| Lake Street Financial LLC | 7,970 | $620.9K | 0.10% | −175−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,932 | $617.9K | 0.20% | −484−5.8% | Reduced |
| Octavia Wealth Advisors, LLC | 7,916 | $616.7K | 0.11% | +1,451+22.4% | Added |
| Lincoln National Corp | 7,907 | $615.9K | 0.01% | +794+11.2% | Added |
| Oder Investment Management, LLC | 7,906 | $615.9K | 0.61% | −415−5.0% | Reduced |
| StoneX Group Inc. | 7,901 | $615.5K | 0.06% | +1,752+28.5% | Added |
| Manchester Capital Management LLC | 7,900 | $615.4K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 7,885 | $614.2K | 0.14% | −665−7.8% | Reduced |
| Angeles Investment Advisors, LLC | 7,836 | $610.4K | 0.04% | +9+0.1% | Added |
| Tacita Capital Inc | 7,815 | $610.4K | 0.45% | −1,430−15.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,835 | $610.3K | 0.16% | −306−3.8% | Reduced |
| Viawealth, LLC | 7,824 | $609.5K | 0.42% | +1,458+22.9% | Added |
| Verdence Capital Advisors LLC | 7,807 | $608.2K | 0.06% | +1,130+16.9% | Added |
| Raymond James Trust N.A. | 7,702 | $600.0K | 0.02% | +498+6.9% | Added |
| V-Square Quantitative Management LLC | 5,790 | $597.3K | 0.14% | +5,790 | New |
| Fiera Capital Corp | 7,609 | $594.3K | 0.00% | +86+1.1% | Added |
| Concurrent Investment Advisors, LLC | 7,612 | $592.9K | 0.03% | +7,612 | New |
| Nwam LLC | 7,540 | $587.4K | 0.05% | +7,540 | New |
| Brown, Lisle/Cummings, Inc. | 7,450 | $580.4K | 0.22% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 7,370 | $579.9K | 0.06% | −480−6.1% | Reduced |
| Abbot Financial Management, Inc. | 7,430 | $578.8K | 0.35% | +712+10.6% | Added |
| GM Advisory Group, Inc. | 7,400 | $576.5K | 0.04% | −120−1.6% | Reduced |
| Alterity Financial Group, LLC | 7,400 | $576.5K | 0.82% | −50−0.7% | Reduced |
| Brookstone Capital Management | 7,386 | $575.4K | 0.01% | +18+0.2% | Added |
| ExodusPoint Capital Management, LP | 7,386 | $575.0K | 0.01% | −16,699−69.3% | Reduced |
| Quadrant Capital Group LLC | 7,371 | $574.2K | 0.05% | +173+2.4% | Added |
| Gagnon Securities LLC | 7,316 | $569.9K | 0.14% | +274+3.9% | Added |
| Moser Wealth Advisors, LLC | 7,311 | $569.5K | 0.36% | −30−0.4% | Reduced |
| Gulf International Bank (UK) Ltd | 7,305 | $569.0K | 0.02% | −1,610−18.1% | Reduced |
| Compagnie Lombard Odier SCmA | 7,300 | $568.7K | 0.01% | −1,150−13.6% | Reduced |
| Everhart Financial Group, Inc. | 7,291 | $568.0K | 0.20% | +7,291 | New |
| Davis-Rea Ltd. | 7,265 | $567.4K | 0.29% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 7,262 | $565.7K | 0.05% | −3,204−30.6% | Reduced |
| Boston Private Wealth LLC | 7,221 | $562.5K | 0.01% | +282+4.1% | Added |
| Prio Wealth Limited Partnership | 7,170 | $558.5K | 0.02% | 00.0% | Unchanged |
| Legacy Advisory Services, LLC | 7,152 | $557.1K | 0.59% | +7,152 | New |
| BBR Partners, LLC | 7,151 | $557.1K | 0.06% | +582+8.9% | Added |
| Waypoint Wealth Partners Inc. | 7,150 | $557.0K | 0.17% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 7,143 | $556.5K | 0.15% | −846−10.6% | Reduced |
| Dynamic Advisor Solutions LLC | 7,416 | $552.6K | 0.02% | −185−2.4% | Reduced |
| Pachira Investments Inc. | 7,084 | $551.8K | 0.49% | +146+2.1% | Added |
| Lakeridge Wealth Management LLC | 7,049 | $549.1K | 0.40% | +7,049 | New |
| Swiss Life Asset Management Ltd | 6,993 | $548.0K | 0.01% | −1,143−14.0% | Reduced |
| Nadler Financial Group, Inc. | 7,023 | $547.1K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,001 | $545.4K | 0.05% | −281−3.9% | Reduced |
| Marex Group plc | 6,979 | $543.7K | 0.02% | −1,950−21.8% | Reduced |
| Boothbay Fund Management, LLC | 6,973 | $543.2K | 0.02% | +6,973 | New |
| Zhang Financial LLC | 6,971 | $543.0K | 0.05% | +939+15.6% | Added |
| Hilltop Holdings Inc. | 6,966 | $542.7K | 0.06% | +600+9.4% | Added |
| O'Dell Group, LLC | 6,917 | $538.8K | 0.14% | +115+1.7% | Added |
| Clarius Group, LLC | 6,920 | $538.8K | 0.04% | +1,980+40.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,916 | $538.8K | 0.02% | −20.0% | Reduced |
| Traynor Capital Management, Inc. | 6,906 | $537.9K | 0.06% | −148−2.1% | Reduced |
| BluePath Capital Management, LLC | 6,624 | $537.2K | 0.47% | +6,624 | New |
| Colony Group, LLC | 6,836 | $533.0K | 0.01% | +6,836 | New |
| Wealth Alliance | 6,832 | $532.2K | 0.07% | +1,440+26.7% | Added |
| Great Diamond Partners, LLC | 6,819 | $531.2K | 0.13% | −403−5.6% | Reduced |
| Sand Hill Global Advisors, LLC | 6,801 | $529.8K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 6,790 | $528.9K | 0.07% | −378−5.3% | Reduced |
| CNB Bank | 6,765 | $527.0K | 0.28% | +977+16.9% | Added |
| Vanguard Capital Wealth Advisors | 6,600 | $514.1K | 0.42% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 6,565 | $511.4K | 0.29% | −4,340−39.8% | Reduced |
| LexAurum Advisors, LLC | 6,552 | $510.4K | 0.13% | −40−0.6% | Reduced |
| Lindbrook Capital, LLC | 6,550 | $510.3K | 0.05% | +471+7.7% | Added |